Sterling Financial Planning, Inc.

Q1 2026 13F-HR Holdings

Location
Sparta, NJ
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$337,263
Net value change ($000)
+5,453 (1.6%)
New positions
3
Sold out positions
6
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIV 980 9.7%
IJK 854 4.8%
DFSV 728 7.7%
VYM 713 6.3%
VCSH 697 18.8%
DFIP 696 10.8%
XOM 634 40.5%
IJT 603 3.3%
DFGR 457 7.9%
ABT 449 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVW -1,159 -6.4%
IVV -461 -5.4%
MSFT -432 -26.3%
BND -371 -63.6%
AAPL -330 -7.7%
QQQ -298 -6.9%
DIVS -274 -100.0%
VOT -244 -7.7%
IHI -226 -100.0%
OTIS -220 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type